We are live on ! Find out more
MPC icon

Marathon Petroleum
MPC

713 hedge funds and large institutions have $18B invested in Marathon Petroleum in 2014 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 238 increasing their positions, 302 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $526M | Put options by funds: $419M

0.26% more ownership

Funds ownership: 161.14% → 161.4% (+0.26%)

5% less funds holding

Funds holding: 747 → 713 (-34)

14% less capital invested

Capital invested by funds: $20.9B → $18B (-$2.94B)

21% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 302

30% less funds holding in top 10

Funds holding in top 10: 23 → 16 (-7)

31% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 90

Holders
713
Holders Change
-34
Holders Change %
-4.55%
% of All Funds
20.49%
Holding in Top 10
16
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-30.43%
% of All Funds
0.46%
New
62
Increased
238
Reduced
302
Closed
90
Calls
$526M
Puts
$419M
Net Calls
+$107M
Net Calls Change
-$8.33M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$313M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$287M
3
Norges Bank
Norges Bank
Norway
+$222M
4
PC
PointState Capital
New York
+$203M
5
State Street
State Street
Massachusetts
+$156M

Top Sellers

Rank Fund Capital Flow
1
IIS
Ignis Investment Services
United Kingdom
-$274M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$168M
3
BA
BlackRock Advisors
Delaware
-$165M
4
JP Morgan Chase
JP Morgan Chase
New York
-$141M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
776
Twin Capital Management
Pennsylvania
– -$218K -5,000 Closed
SCM
777
Shelton Capital Management
Colorado
– -$217K -4,978 Closed
RG
778
Rathbones Group
United Kingdom
– -$214K -4,920 Closed
BCM
779
Bluefin Capital Management
New York
– -$200K -4,880 Closed
HIS
780
Horizon Investment Services
Indiana
– -$226K -4,866 Closed
LCM
781
Landscape Capital Management
New Jersey
– -$209K -4,800 Closed
VDI
782
Vaughan David Investments
Illinois
– -$209K -4,800 Closed
SWM
783
Segment Wealth Management
Texas
– -$205K -4,704 Closed
PAM
784
Private Asset Management
California
– -$204K -4,688 Closed
FM
785
Foster & Motley
Ohio
– -$203K -4,674 Closed
1SB
786
1ST Source Bank
Indiana
– -$201K -4,614 Closed
Fisher Asset Management
787
Fisher Asset Management
Washington
– -$201K -4,614 Closed
ST
788
Semper Trust
Pennsylvania
– -$200K -4,600 Closed
TCA
789
Tortoise Capital Advisors
Kansas
– -$195K -4,472 Closed
DCM
790
Decade Capital Management
New York
– -$183K -4,200 Closed
KCPG
791
Kavar Capital Partners Group
Kansas
– -$178K -4,100 Closed
FNYS
792
First New York Securities
New York
– -$157K -3,600 Closed
OAM
793
Orinda Asset Management
California
– -$140K -3,206 Closed
AR
794
Advisory Research
Illinois
– -$71K -1,640 Closed
CCA
795
Catalyst Capital Advisors
New York
– -$66K -1,526 Closed
SFU
796
Stonehage Fleming (UK)
United Kingdom
– -$30K -1,400 Closed
IWC
797
Integrated Wealth Counsel
California
– -$35K -804 Closed
CCS
798
Crosspoint Capital Strategies
California
– -$21K -478 Closed
PWAG
799
Polaris Wealth Advisory Group
California
– -$17K -400 Closed
AUB
800
Atlantic Union Bankshares
Virginia
– -$11K -332 Closed
29 30 31
32
33

MPC Hedge Fund Activity: Q2 2014 in Review

713 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Marathon Petroleum (MPC) for Q2 2014, worth a combined $18B — down 14% from $20.9B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of MPC and 62 opened new positions — a net loss of 28 holders — while 302 trimmed existing stakes and 238 added.

The largest buyer was Boston Partners, adding an estimated $313M. The largest seller was Ignis Investment Services, exiting entirely with an estimated $274M sold.

  • 713 institutional investors held Marathon Petroleum (MPC) as of Q2 2014, down from 747 in Q1 2014.
  • Funds reported $18B of Marathon Petroleum stock for Q2 2014, down 14% quarter-over-quarter.
  • 62 funds opened new Marathon Petroleum positions in Q2 2014 and 90 closed out, a net change of -28 holders.
  • The largest Marathon Petroleum buyer in Q2 2014 was Boston Partners, an estimated $313M added.
  • The largest Marathon Petroleum seller in Q2 2014 was Ignis Investment Services, an estimated $274M sold.

Based on aggregated 13F filings for Q2 2014.